Next generation financial services

Stability as objective

Rego Partners provides tailor-made financial services for institutional clients. We design next generation financial strategies with the purpose to add more stability to our client’s portfolios, especially from a long-term point of view. We aim to preserve our client’s capital to a maximum by focusing on the generation of stable returns, while reducing the overall investment risk.

Next to the design of these financial investment strategies, Rego Partners is able to provide through its subsidiaries LuxHedge and ShelteR Investment Management services of fund selection, portfolio construction, fund & asset management and multi-factor solutions. Both subsidiaries have the same vision, namely focusing on the enhancement of the stability of the portfolio returns while keeping the portfolio risk under control.

Complementary to these next generation financial services, we also have a team who can manage the marketing and distribution of our solutions for our clients.

Service No.

01

Strategic financial solutions

Rego Partners designs financial strategies made to measure to meet the needs of its clients, ranging from tailor-made portfolio strategies to dynamic asset allocation technologies.

Service No.

02

Fund selection & alternative UCITS

Via our subsidiary LuxHedge, we can provide our clients with services for fund selection and asset allocation. Moreover, LuxHedge has also an excellent knowledge of the Alternative UCITS market.

Service No.

03

Fund & asset management

Our subsidiary ShelteR Investment Management is a regulated management company based in Luxembourg offering fund and asset management services.

Solutions made to measure.

Our services

Strategic financial solutions

Rego Partners advises its clients on the design of specific financial solutions. Our aim is to add stability to the overall portfolio by focusing on the reduction and control of the investment risk.

To achieve further enhancement of the portfolios’ stability, we use rigorous financial models and next generation in-house techniques that provide more insight in the drivers, factors and risks behind investment decisions. We also create indices in specific investment instruments.

The team of Rego Partners consists of financial experts and academics who have built up experience through the years, especially in the field of risk reduction and financial stability as well in the area of strategy development and portfolio construction.

Fund selection & alternative UCITS

Our subsidiary LuxHedge is a specialist in the selection of traditional and alternative UCITS funds. We will combine active top-down asset allocation and bottom-up fund selection, adapted to the needs of our clients.

The LuxHedge internal data base covers around 500,000 funds as well as a specialised base (the largest of the market) of more than 1,300 European alternative UCITS funds through 12 different strategies.

The LuxHedge research and consulting team is composed of professionals having a significant experience in the identification, analysis and investment in active, passive and alternative UCITS funds.

Fund & asset management

We are able to provide our clients services for fund and asset management and multi-factor technologies via our subsidiary ShelteR Investment Management.

ShelteR’s approach is based on client-focused investing where risk reduction and stability are key considerations. Where most managers aim for the highest returns, ShelteR focuses on stability and a better trade-off between risk and return.

ShelteR is a Luxembourg-based investment management company regulated by the CSSF and is a partnership between Securex and Rego Partners. ShelteR’s expert team combine a systematic investment approach with active market monitoring and qualitative research to optimize portfolios.